Andrew Black, financial advisor Portsmouth NH

Andrew Black

CRD Number: 2978200
Current Firm: Charles Schwab & Company, Inc.

Andrew Black (CRD# 2978200) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portsmouth, NH and has over 26 years of experience in the finance industry. Andrew Black has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Paul Accardi, financial advisor Portsmouth NH
Paul M. Accardi
CRD# 4429381
Lpl Financial LLC
Similar Advisors
Thad Ackerman, financial advisor Portsmouth NH
Thad J. Ackerman
CRD# 5324751
Silver Maple Financial, LLC
Similar Advisors
Christopher Adams, financial advisor Portsmouth NH
Christopher C. Adams
CRD# 6002683
Edward Jones
Professional Designations
Company Name Location Dates Years
Charles Schwab And Company, Inc. Andover, MA Dec 2022 - Current 1
Charles Schwab Bank Ssb Andover, MA Dec 2022 - Current 1
North Shore Partners Doing Business As Anytime Fitness Peabody, MA Jun 2016 - Current 7
Td Ameritrade, Inc. Peabody, MA Feb 2018 - Dec 2022 4
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Dec 2022 4
Scottrade, Inc. Andover, MA Jan 2017 - Sep 2018 1
Tdameritrade Inc. Boston, MA Jun 2008 - Jun 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Andrew T. Black
Phone Number: 415-667-7000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Andrew Black and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.